异动解读｜天岳先进盘中上涨10.32%，毛利率环比大幅改善叠加AI需求叙事共振推动反弹

行情直击05-22 09:34

5月22日，天岳先进盘中上涨10.32%，报107.0港元，成交额1.75亿港元，前期连续回调后出现强势反弹。

消息面上，公司近日召开年度业绩说明会，董事长宗艳民表示一季度毛利率较去年四季度环比改善25个百分点，盈利能力显著修复；8英寸碳化硅衬底全球市占率达51.3%，展现技术壁垒优势。同时，机构Citrini报告明确将碳化硅列为AI领域最被低估的核心主线，预计2024至2030年SiC市场规模由35亿美元增至124亿美元，AI基础设施将贡献近半数需求。此外，瑞银集团近期增持公司H股至5.07%，摩根大通空头持仓由3.66%降至3.02%，机构多空格局边际改善，提振市场信心。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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